What are the responsibilities and job description for the Financial Wellness Specialist position at Mid American Credit Union?
About Us
Credit Unions are not-for-profit organizations that exist to serve their members rather than to maximize profits. As a member-owned institution, our focus is on providing a safe place to save and borrow at reasonable rates! That is why our mission at Mid American Credit Union is to be the best choice for quality financial services, above and beyond all other alternatives.
Who Should Apply
Mid American Credit Union is looking for individuals that like to be challenged, rewarded and inspired! This job is perfect for self-motivated, quick thinkers with unmatched problem-solving skills. Are you ready to be a part of a team that provides world class service each and every day?
What You'll Do
At Mid American Credit Union the Financial Wellness Specialist develops and enhances the credit union's relationships with existing and potential employer partners. Coordinates on-site events with our employer partners and present financial literacy seminars and workshops to the employer partner's employees.
Major Duties and Responsibilities
- Assist with the credit union’s financial literacy efforts by producing content, coordinating events and other associated duties as needed. This includes the preparation and facilitation of financial wellness workshops, webinars, and seminars for employer partners. Will also develop educational materials, tools, and digital resources.
- Maintain and develop with employer partners for the purpose of providing their employees access to credit union benefits. Contact potential partners through mailings, telephone calls, and by in-person visits.
- Promote and participate in on-site events at employer partners.
- Participate in community networking activities to promote the credit union.
Cultural Responsibilities
Committed to being part of the Mid American team! Show commitment to learning and growth. Consistently demonstrate a positive attitude and strong people skills during interactions with co-workers and members. Be able to work individually as well as with a team. Embrace change and be able to think of new ideas to assist out members. Demonstrate financial responsibility and professionalism.
What You Need to Get the Job Done
- Ability to multi task while maintaining a high level of efficiency.
- Must be team oriented and possess a positive attitude while working well with others.
- Customer service experience including the ability to effectively perform the skills necessary to deliver exceptional service, such as communication, empathy, patience and organization.
- Education - A two-year college degree or completion of a specialized course of study at a business or trade school.
- Experience: Six months to two years of similar or related experience, including time spent in preparatory positions. Experience in financial counseling and/or banking is preferred.
- Interpersonal Skills: A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors, of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
What You'll Love About Us
- A Company that Cares. We are more than a financial institution; we give back to our community. We teach financial literacy and donate to and support local organizations.
- Work that Stays at Work. Genuine work/life balance served here!
- Rest and Relaxation. Paid time off and paid holidays.
An Equal Opportunity Employer
Mid American Credit Union is an Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law.
Because our team members are trusted to handle sensitive information, we require all candidates who receive and accept employment offers to complete a background check before being hired.
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Salary : $21